6 min read
Trump Accounts Go Live and the IRS Provides Tax-Reporting Relief
Parents, grandparents and others can now contribute to Internal Revenue Code Section 530A accounts—also known as "Trump...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
6 min read
Aug 21, 2026
Parents, grandparents and others can now contribute to Internal Revenue Code Section 530A accounts—also known as "Trump...
5 min read
Aug 19, 2026
Once upon a time, employees could claim home office expenses as a miscellaneous itemized deduction, subject to a...